Acorn Wealth Advisors’s Franklin Senior Loan ETF FLBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $934K | Sell |
38,564
-2,180
| -5% | -$52.8K | 0.35% | 68 |
|
|
2025
Q1 | $981K | Buy |
40,744
+2,241
| +6% | +$53.9K | 0.41% | 55 |
|
|
2024
Q4 | $934K | Buy |
38,503
+1,490
| +4% | +$36.2K | 0.39% | 54 |
|
|
2024
Q3 | $898K | Buy |
37,013
+4,175
| +13% | +$101K | 0.39% | 52 |
|
|
2024
Q2 | $802K | Buy |
32,838
+3,085
| +10% | +$75.3K | 0.4% | 55 |
|
|
2024
Q1 | $729K | Buy |
29,753
+2,530
| +9% | +$62K | 0.38% | 62 |
|
|
2023
Q4 | $661K | Buy |
27,223
+5,332
| +24% | +$130K | 0.39% | 59 |
|
|
2023
Q3 | $526K | Buy |
21,891
+2,397
| +12% | +$57.6K | 0.35% | 65 |
|
|
2023
Q2 | $470K | Buy |
19,494
+1,742
| +10% | +$42K | 0.32% | 78 |
|
|
2023
Q1 | $423K | Buy |
17,752
+2,143
| +14% | +$51.1K | 0.31% | 80 |
|
|
2022
Q4 | $360K | Buy |
15,609
+1,500
| +11% | +$34.6K | 0.28% | 85 |
|
|
2022
Q3 | $325K | Buy |
14,109
+1,513
| +12% | +$34.9K | 0.27% | 93 |
|
|
2022
Q2 | $292K | Buy |
+12,596
| New | +$292K | 0.23% | 117 |
|